Institute for Wealth Management’s Axon Enterprise AXON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.69M | Buy |
20,451
+15
| +0.1% | +$7.79K | 0.93% | 10 |
|
|
2025
Q4 | $11.6M | Sell |
20,436
-130
| -0.6% | -$80.7K | 1.23% | 10 |
|
|
2025
Q3 | $14.8M | Sell |
20,566
-128
| -0.6% | -$97.1K | 1.54% | 7 |
|
|
2025
Q2 | $17.1M | Buy |
20,694
+68
| +0.3% | +$46.3K | 1.91% | 5 |
|
|
2025
Q1 | $10.8M | Sell |
20,626
-80
| -0.4% | -$46.8K | 1.39% | 7 |
|
|
2024
Q4 | $12.3M | Sell |
20,706
-114
| -0.5% | -$62K | 1.54% | 5 |
|
|
2024
Q3 | $8.32M | Sell |
20,820
-15
| -0.1% | -$5.17K | 1.05% | 10 |
|
|
2024
Q2 | $6.13M | Buy |
20,835
+2
| +0% | +$597 | 0.82% | 13 |
|
|
2024
Q1 | $6.52M | Buy |
20,833
+83
| +0.4% | +$23.1K | 0.84% | 12 |
|
|
2023
Q4 | $5.36M | Sell |
20,750
-139
| -0.7% | -$31.3K | 0.87% | 14 |
|
|
2023
Q3 | $4.16M | Sell |
20,889
-60
| -0.3% | -$11.8K | 0.75% | 17 |
|
|
2023
Q2 | $4.09M | Buy |
20,949
+61
| +0.3% | +$12.6K | 0.69% | 23 |
|
|
2023
Q1 | $4.7M | Sell |
20,888
-100
| -0.5% | -$19.9K | 0.9% | 12 |
|
|
2022
Q4 | $3.48M | Sell |
20,988
-235
| -1% | -$37.1K | 0.73% | 23 |
|
|
2022
Q3 | $2.46M | Sell |
21,223
-36
| -0.2% | -$4.08K | 0.55% | 37 |
|
|
2022
Q2 | $1.98M | Hold |
21,259
| – | – | 0.39% | 57 |
|
|
2022
Q1 | $2.93M | Hold |
21,259
| – | – | 0.47% | 43 |
|
|
2021
Q4 | $3.34M | Sell |
21,259
-111
| -0.5% | -$18.6K | 0.54% | 32 |
|
|
2021
Q3 | $3.74M | Hold |
21,370
| – | – | 0.66% | 25 |
|
|
2021
Q2 | $3.78M | Sell |
21,370
-20
| -0.1% | -$2.94K | 0.66% | 25 |
|
|
2021
Q1 | $3.05M | Sell |
21,390
-1,840
| -8% | -$287K | 0.58% | 33 |
|
|
2020
Q4 | $2.85M | Sell |
23,230
-994
| -4% | -$114K | 0.57% | 35 |
|
|
2020
Q3 | $2.2M | Hold |
24,224
| – | – | 0.5% | 41 |
|
|
2020
Q2 | $2.38M | Buy |
24,224
+100
| +0.4% | +$8.09K | 0.58% | 31 |
|
|
2020
Q1 | $1.71M | Sell |
24,124
-424
| -2% | -$31.7K | 0.53% | 43 |
|
|
2019
Q4 | $1.8M | Sell |
24,548
-150
| -0.6% | -$9.49K | 0.41% | 52 |
|
|
2019
Q3 | $1.4M | Sell |
24,698
-200
| -0.8% | -$12.6K | 0.35% | 69 |
|
|
2019
Q2 | $1.6M | Sell |
24,898
-1,389
| -5% | -$90.6K | 0.35% | 66 |
|
|
2019
Q1 | $1.43M | Sell |
26,287
-1,000
| -4% | -$51.2K | 0.31% | 77 |
|
|
2018
Q4 | $1.19M | Sell |
27,287
-1,125
| -4% | -$58.4K | 0.49% | 52 |
|
|
2018
Q3 | $1.89M | Buy |
28,412
+500
| +2% | +$33.7K | 0.64% | 44 |
|
|
2018
Q2 | $1.76M | Sell |
27,912
-800
| -3% | -$43.3K | 0.56% | 52 |
|
|
2018
Q1 | $1.21M | Sell |
28,712
-211
| -0.7% | -$6.58K | 0.36% | 95 |
|
|
2017
Q4 | $769K | Sell |
28,923
-10,028
| -26% | -$241K | 0.18% | 167 |
|
|
2017
Q3 | $889K | Sell |
38,951
-444
| -1% | -$10.4K | 0.29% | 117 |
|
|
2017
Q2 | $1M | Buy |
+39,395
| New | +$963K | 0.28% | 115 |
|
Other funds holding AXON
VCM
VPM
Institute for Wealth Management's AXON Position: Q1 2026 in Review
Institute for Wealth Management increased its Axon Enterprise (AXON) stake by 0.07% in Q1 2026, buying an estimated $7.79K and bringing the position to 20,451 shares worth $8.69M. The position accounts for 0.93% of the portfolio, ranked #10.
Institute for Wealth Management first reported a position in AXON in Q2 2017 and has held it in 36 quarters since. The position peaked at $17.1M in Q2 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.
- Institute for Wealth Management held 20,451 shares of Axon Enterprise worth $8.69M as of Q1 2026.
- Institute for Wealth Management bought 15 Axon Enterprise shares in Q1 2026, an estimated $7.79K.
- Axon Enterprise made up 0.93% of Institute for Wealth Management's portfolio in Q1 2026, its #10 holding.
- Institute for Wealth Management first reported a position in Axon Enterprise in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's Axon Enterprise position peaked at $17.1M in Q2 2025.
- 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.